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Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
426
Mount Yale Investment Advisors
Colorado
$243K -$144K -6,615 -36%
RWB
427
RMR Wealth Builders
New Jersey
$242K +$256K +11,760 New
9WM
428
9258 Wealth Management
Ohio
$236K – – –
RB
429
Renasant Bank
Mississippi
$236K +$1.63K +75 +0.7%
CAGAS
430
Capital Advisory Group Advisory Services
Minnesota
$235K -$978 -45 -0.4%
JFGIW
431
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$232K -$30.2K -1,390 -11%
YIH
432
Y-Intercept (HK)
Hong Kong
$230K +$244K +11,205 New
EGM
433
Engineers Gate Manager
New York
$228K -$124K -5,700 -34%
LWAC
434
Laurel Wealth Advisors (California)
California
$227K +$10.3K +475 +4%
EWM
435
Edge Wealth Management
New York
$226K – – –
BFM
436
Boothbay Fund Management
New York
$226K +$239K +11,000 New
DG
437
DMC Group
Alabama
$225K -$217K -10,000 -43%
LFA
438
Legacy Financial Advisors
Kentucky
$223K -$104K -4,790 -31%
KPWS
439
Kestra Private Wealth Services
Texas
$221K -$21.4K -985 -8%
CA
440
Crewe Advisors
Utah
$217K -$11.1K -510 -5%
AWA
441
Arkadios Wealth Advisors
Georgia
$217K +$229K +10,540 New
APA
442
American Portfolios Advisors
New York
$215K +$51.7K +2,380 +29%
NC
443
NinePointTwo Capital
California
$215K – – –
HSBC Holdings
444
HSBC Holdings
United Kingdom
$211K +$223K +10,245 New
ET
445
Equitable Trust
Tennessee
$211K +$223K +10,275 New
SPC
446
Sigma Planning Corp
Michigan
$210K +$5.54K +255 +3%
DADC
447
D.A. Davidson & Co
Montana
$207K +$435 +20 +0.2%
SBL
448
Sargent Bickham Lagudis
Colorado
$205K – – –
OL
449
Optas LLC
Texas
$205K +$11.1K +510 +5%
PBF
450
Petix & Botte Financial
California
$205K +$217K +10,000 New